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Schwab Emerging Markets Equity ETF

712 hedge funds and large institutions have $6.42B invested in Schwab Emerging Markets Equity ETF in 2022 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 287 increasing their positions, 256 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,261% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $71K

85% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 59

39% more funds holding in top 10

Funds holding in top 10: 3143 (+12)

24% more capital invested

Capital invested by funds: $5.2B → $6.42B (+$1.22B)

12% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 256

5% more funds holding

Funds holding: 676712 (+36)

2.06% more ownership

Funds ownership: 68.44%70.5% (+2.1%)

Holders
712
Holders Change
+36
Holders Change %
+5.33%
% of All Funds
11.45%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
0.69%
New
109
Increased
287
Reduced
256
Closed
59
Calls
$1.68M
Puts
$71K
Net Calls
+$1.6M
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Change in
Stake
AWC
101
Adamsbrown Wealth Consultants
Kansas
$6.05M +$5.65M +242,666 +1,904%
OFA
102
Oak Family Advisors
Illinois
$6.03M +$5.93M +254,894 New
KBFS
103
Kohmann Bosshard Financial Services
Ohio
$5.96M +$1.11M +47,783 +23%
RIM
104
Rockbridge Investment Management
New York
$5.93M +$573K +24,616 +11%
AT
105
American Trust
Kentucky
$5.91M +$857K +36,801 +17%
NGA
106
Naples Global Advisors
Florida
$5.7M +$802K +34,460 +17%
BPWM
107
Badgley Phelps Wealth Managers
Washington
$5.6M +$5.27M +226,415 +2,240%
AWM
108
Apollon Wealth Management
South Carolina
$5.59M -$1.88M -80,947 -26%
UCFA
109
United Capital Financial Advisors
Texas
$5.59M -$2.51M -107,774 -31%
JMPWA
110
JP Morgan Private Wealth Advisors
California
$5.43M -$537K -23,073 -9%
LJAC
111
L.J. Altfest & Co
New York
$5.38M +$4.4M +189,246 +499%
FWP
112
FAS Wealth Partners
Kansas
$5.36M -$6.55M -281,257 -55%
HW
113
Hancock Whitney
Mississippi
$5.35M -$288K -12,375 -5%
CST
114
Charles Schwab Trust
Nevada
$5.27M +$2.15M +92,245 +71%
BCM
115
Boltwood Capital Management
California
$5.19M -$343K -14,746 -6%
BA
116
Ballast Advisors
Minnesota
$5.08M +$180K +7,728 +4%
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$5.03M +$2.28M +97,847 +85%
CC
118
Callan Capital
California
$5.02M -$327K -14,062 -6%
BCMO
119
Buckingham Capital Management (Ohio)
Ohio
$5M +$5.91K +254 +0.1%
GFP
120
Guardian Financial Partners
California
$4.86M -$212K -9,096 -4%
CWA
121
Cornerstone Wealth Advisors
Minnesota
$4.79M +$99.2K +4,260 +2%
JWA
122
JFS Wealth Advisors
Pennsylvania
$4.79M -$373K -16,035 -7%
LIM
123
Leavell Investment Management
Alabama
$4.73M -$408K -17,548 -8%
MAC
124
Mason & Associates (California)
California
$4.72M -$64.7K -2,779 -1%
HA
125
HC Advisors
Georgia
$4.63M -$1.15M -49,322 -20%

SCHE Hedge Fund Activity: Q4 2022 in Review

712 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab Emerging Markets Equity ETF (SCHE) for Q4 2022, worth a combined $6.42B — up 24% from $5.2B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new SCHE positions and 59 closed out — a net gain of 50 holders — while 287 added to existing stakes and 256 trimmed.

The largest buyer was Creative Planning, adding an estimated $41.6M. The largest seller was HighTower Advisors, cutting an estimated $43.9M.

  • 712 institutional investors held Schwab Emerging Markets Equity ETF (SCHE) as of Q4 2022, up from 676 in Q3 2022.
  • Funds reported $6.42B of Schwab Emerging Markets Equity ETF stock for Q4 2022, up 24% quarter-over-quarter.
  • 109 funds opened new Schwab Emerging Markets Equity ETF positions in Q4 2022 and 59 closed out, a net change of +50 holders.
  • The largest Schwab Emerging Markets Equity ETF buyer in Q4 2022 was Creative Planning, an estimated $41.6M added.
  • The largest Schwab Emerging Markets Equity ETF seller in Q4 2022 was HighTower Advisors, an estimated $43.9M sold.

Based on aggregated 13F filings for Q4 2022.